Inside Sales Agent
About The Position
Senior Planning Center is Maine’s leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care. Senior Planning Center is a proud member of the Integrity Family of Companies. As a sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.
Requirements
- A PASSION FOR SERVING SENIORS IS REQUIRED
- High school diploma or equivalent
- Excellent customer service, presentation, verbal, and written communication skills
- Ability to multi-task and prioritize in a fast-paced environment
- Excellent computer skills and proficiency with MS Office
Nice To Haves
- Previous insurance or financial experience preferred, but, willing to train the right candidate
- Health and Life insurance license preferred or willingness to obtain it within 90 days of hire
Responsibilities
- Deliver top quality service
- Identify client needs and recommend products or solutions that best fulfill those needs.
- Promptly follow up with prospects to ensure all questions are answered
- Effectively communicate with clients and prospects
- Ensure applicable licenses and credentials are current
- Develop meaningful relationships with clients to encourage trust and build brand loyalty
- Meet sales goals and objectives set by leadership
- Improve sales skills and knowledge to increase sales success rates
- Become a subject matter expert in the insurance industry
- Accurately document and maintain client and prospect interactions in the approved CRM system.
Benefits
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- Paid Time Off
- Community Service PTO
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
